Syverson Strege & Co’s Invesco Fundamental Investment Grade Corporate Bond ETF PFIG Stock Holding History

Syverson Strege & Co’s Portfolio PFIG Stock Details PFIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2	Closed	-$37	–	460
2023 Q1	$37	Hold	2	–	–	﹤0.01%	664
2022 Q4	$37	Sell	2 -52	-96%	-$1.19K	﹤0.01%	316
2022 Q3	$1K	Hold	54	–	–	﹤0.01%	272
2022 Q2	$1K	Hold	54	–	–	﹤0.01%	317
2022 Q1	$1K	Hold	54	–	–	﹤0.01%	289
2021 Q4	$1K	Hold	54	–	–	﹤0.01%	291
2021 Q3	$1K	Hold	54	–	–	﹤0.01%	434
2021 Q2	$1K	Sell	54 -9,312	-99%	-$250K	﹤0.01%	266
2021 Q1	$250K	Sell	9,366 -729	-7%	-$19.7K	0.26%	49
2020 Q4	$277K	Buy	+10,095	New	+$277K	0.26%	48

Other funds holding PFIG

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Prairiewood Capital Fargo, North Dakota $386M AUM 17.99% 1-Year Est. Return

Dearborn Partners Chicago, Illinois $1.77B AUM 9.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Equitable Holdings New York $16.7B AUM 24.23% 1-Year Est. Return

Syverson Strege & Co's PFIG Position: Q2 2023 in Review

Syverson Strege & Co sold out of Invesco Fundamental Investment Grade Corporate Bond ETF (PFIG) in Q2 2023, closing a stake of 2 shares — an estimated $37 sold.

Syverson Strege & Co first reported a position in PFIG in Q4 2020 and held it in 10 quarters. The position peaked at $277K in Q4 2020. 31 funds tracked by Wall St. Rank hold PFIG as of Q2 2023.

Syverson Strege & Co reported no remaining Invesco Fundamental Investment Grade Corporate Bond ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 2 Invesco Fundamental Investment Grade Corporate Bond ETF shares in Q2 2023, an estimated $37.
Syverson Strege & Co first reported a position in Invesco Fundamental Investment Grade Corporate Bond ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's Invesco Fundamental Investment Grade Corporate Bond ETF position peaked at $277K in Q4 2020.
31 funds tracked by Wall St. Rank held Invesco Fundamental Investment Grade Corporate Bond ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.